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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,104 | $100,073+236.9% | $85,126+296.0% | $145,877+131.1% |
| Participation rate | 12.5% | 74.1%-61.6pp | 67.5%-55.0pp | 80.3%-67.8pp |
| Annual return | 14.80% | 84.11%-69.3pp | 66.63%-51.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,348 | $7,261-67.7% | $6,160-61.9% | $13,402-82.5% |